Dec 20, 2022
In this episode, I go over my thoughts on the idea of averaging down into an idea. Plus at around the 30 min mark, I go into a rough dive on Boot Barn, $BOOT, a western fashion-focused retailer that has seen some serious growth over the past two years. In the end, I don't think I'll be doing a deep dive on this one but...
Jun 4, 2022
I have had $SHOP in the back of my head for a few years. It started when I launched a T-Shirt business in school and used Shopify to power the store.
We shut it down 4 months later but not before making enough profit to pay for a few weekends. What I should have done was take the profits and bought $SHOP when it was $90...
May 28, 2022
Today I go over Boston Omaha, a small-holding company that I have followed for quite a while. With the release of the latest 10K, Annual Letter, and the drop in the market price I thought now would be a good time to talk about it. I hope you enjoy.
Peace and Love,
Disclosure, I am an investor in BOC, and the...
May 20, 2022
It’s been about 4 months since I published my initial BTN deep
dive and about 6 months since I sat down to write about the
company. Since the initial article, there has been enough movement
to warrant a little bit of an update on the business and how it is
progressing. I hope you
May 15, 2022
A little podcast about Bill Miller's triangle exercise and I read a piece I wrote about Adversity, Opportunities, and managing family money. It's something I don't take lightly and I'm happy to be given the chance to prove myself. I hope you enjoy.
Peace and Love,